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Average Ratings 2 Ratings

Total
ease
features
design
support

Description

Oversee, market, and regulate client retainers and inquiries seamlessly. Effortlessly handle each request from clients. The Client Portal requires a unique Username and Password for secure access. Clients can monitor the remaining time on their retainer and can buy additional hours if necessary. Projects can be exported in PDF format for easy sharing. Users can submit work requests through a tailored form, and the approval requests feature can be toggled on or off as needed. Time can be added to a request either manually or by using a timer, allowing flexibility in management. Requests can be set to either appear or remain hidden, and clients can open requests without receiving notifications. There is an option to require approval or not before closing requests, with restrictions on sending new requests if there are no available hours. Payments are credited directly to your PayPal or Stripe account with a 0% processing fee, ensuring you maintain complete control. The intuitive client access dashboard allows for immediate visibility of all client activities, including real-time updates on online clients and the availability of managers, enhancing overall efficiency and communication.

Description

“The Smart Director” has been meticulously crafted with an emphasis on customer service at its core. We fully understand the significance of catering to our clients’ needs. Our offerings come equipped with integrated features that allow clients to submit service requests without needing to make a phone call. With just a click, assistance is readily available. When you use the Live Request tool, we provide an estimated wait time for when you can expect to receive a callback. Like you, we are operational around the clock to initiate the process of fulfilling your requirements. Feel free to send a service request anytime, and we will respond to you as swiftly as possible. Any requests made after business hours, during weekends, or on holidays will be logged and handled on the subsequent business day. Additionally, the CCCMail tool facilitates seamless communication with our clients, enabling us to send messages that can be accessed within all of our products. This includes notifications about our holiday schedules and critical weather updates that may impact our region. Keeping you well-informed is one of our top priorities, and we're committed to ensuring you have all the necessary information at your fingertips. We value your trust in us and strive to maintain open lines of communication.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$12 per month
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Clientrol

Founded

2016

Country

Ireland

Website

clientrol.com

Vendor Details

Company Name

Continental Computers

Founded

1985

Country

United States

Website

continentalcomputers.com/smart-director/

Product Features

Project Management

Agile Methodologies No 
Budget Management No 
Client Portal No 
Collaboration Tools No 
Cost-to-Completion Tracking No 
Customizable Templates No 
Gantt Charts No 
Idea Management No 
Kanban Board No 
Milestone Tracking No 
Portfolio Management No 
Resource Management No 
Time & Expense Tracking No 
Traditional Methodologies No 

Product Features

Funeral Home

Cemetery Management Yes 
Cremation Management Yes 
Financial Reporting Yes 
Funeral Ledger No 
Lot Management No 
Merchandising No 
Pre-Need Management No 
Routing No 

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